JX Advance Metals IPO - Digestable, but Not Really Attractive
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.5bn via selling more than half of its stake in...
675 Views
Japan Post Bank (7182 JP): A US$4.2 Billion Secondary Offering
Understanding the potential offer price requires looking at JPH's past sales and recent large Japanese placements. The pricing date is likely 10...
632 Views
Japan Morning Connection: NVDA Results Enough to Quell Concerns over AI Slowdown
Tech rebound into NVDA print slightly ahead of estimates may spark dip buying for Japan SPE. Hoya has bottomed in the last 2 days but looks primed...
361 Views
JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
508 Views
Japan Morning Connection: Tech Rout Deepens, but JP May Be Largely Priced In
Kokusai Electric squeeze looks to continue. Will SMCI +25% finally help lift Nidec? Tesla suffers from Musk's involvement in EU politics.
159 Views